Efficient Wealth (Pty) Ltd
Riaan Swart is currently working as a Senior Wealth Planner at Efficient Wealth (Pty) Ltd, where Riaan provides independent financial advice focusing on retirement and investment planning, estate planning, and insurance. Riaan previously held positions such as Director at STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED, Director at Verso Investment Services, Wealth Manager at Absa Wealth, and Financial Planner at Alexander Forbes. Riaan holds a degree in Electrical Engineering from Rand Afrikaans University, as well as a B. Com in Investment Management and a Diploma in Financial Planning from various universities.
This person is not in any offices
Efficient Wealth (Pty) Ltd
Efficient Group was established in 2002, primarily as an asset management company. Today, we are a diversified financial services group focused on professional advice, quality services and tailor-made investment products across the financial services value chain. We provide these through a three-pillared organisational structure, namely a financial services cluster, a solutions cluster and an investments cluster. We service more than 75 000 clients via offices throughout South Africa. We employ more than 450 people, including more than 200 registered financial advisors. Our client base includes individual investors, institutions, corporations, intermediaries and pension funds. Efficient Wealth is an authorised financial service provider. FSP 655